Ellerd Investments Limited

aka Beacon Private Trust, Ellerd Investments Limited

Authorised FRN 125196

Contact & Location

Address

Ellerd House/Amenbury La, Harpenden AL5 2EJ, UK

More advisers in St Albans

Phone: 01582 761121

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Specialisms

Alternative Investments Mortgages Investments Pensions Retirement

Regulated Services

Peer-to-Peer Investment Advice

Credit Broking

Mortgage Arrangement

Mortgage Advice

Investment Advice

Pension Advice

Regulatory Information

FRN: 125196
Status: Authorised
Date Authorised: 1 December 2001
Years Authorised: 24 years
Regulator: FCA
Disciplinary Record: Clean Record

FCA Permissions (12)

Show all permissions

✓Agreeing to carry on a regulated activity
✓Advising on P2P agreements
✓Providing Credit Information Services
✓Debt-counselling
✓Credit Broking
✓Making arrangements with a view to regulated mortgage contracts
✓Arranging (bringing about) regulated mortgage contracts
✓Advising on regulated mortgage contracts
✓Making arrangements with a view to transactions in investments
✓Dealing in investments as agent
✓Arranging (bringing about) deals in investments
✓Advising on investments (except on Pension Transfers and Pension Opt Outs)

Companies House

Company Number: 00670695
Company Status: Active
Incorporation Date: 22 September 1960
Directors: 1
Accounts Category: Micro Entity
Last Accounts Filed: 21 September 2025
SIC Codes: 66190

Team (4)

Andrew Albert Davis
ApprovedCertified
Albert Edward Davis
No longer required
Rhona Davis
No longer required
Anne Molyneux
ApprovedCertified

Quick Facts

Harpenden, East of England
24 years FCA-authorised
5 registered individuals
5 specialisms
12 FCA permissions
CH 00670695

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Data Sources

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This listing is auto-generated from publicly available data on the FCA Financial Services Register and Companies House. approval.co.uk does not endorse or recommend this adviser or firm. Verify current authorisation status at register.fca.org.uk.